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F/M US Treasury 2 Year Note (UTWO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares785,134 from 740,232
Change+44,902 (+6%)
Value$37.2M (+$1.7M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares776,116 from 692,082
Change+84,034 (+12%)
Value$36.7M (+$3.5M)
Filed 2026-11-06
Insight Wealth Partners, LLC
INCREASED
Shares73,402 from 73,213
Change+189 (+0%)
Value$3.5M (-$36.5K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares64,250 from 59,825
Change+4,425 (+7%)
Value$3.0M (+$172.4K)
Filed 2026-10-28
Weaver Consulting Group
INCREASED
Shares55,000 from 21,200
Change+33,800 (+159%)
Value$2.6M (+$1.6M)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
DECREASED
Shares40,634 from 44,237
Change-3,603 (-8%)
Value$1.9M (-$198.0K)
Filed 2026-10-21
HighRoad Wealth Advisors, LLC
NEW
Shares31,529
Change+31,529
Value$1.5M
Filed 2026-10-14
KPP Advisory Services LLC
DECREASED
Shares28,319 from 28,869
Change-550 (-2%)
Value$1.3M (-$43.9K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares25,557 from 29,534
Change-3,977 (-13%)
Value$1.2M (-$206.6K)
Filed 2026-11-02
4Wealth Advisors, Inc.
DECREASED
Shares21,000 from 23,408
Change-2,408 (-10%)
Value$993.7K (-$129.5K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares17,655 from 13,174
Change+4,481 (+34%)
Value$835.8K (+$204.0K)
Filed 2026-10-20
Curran Financial Partners, LLC
DECREASED
Shares17,373 from 18,461
Change-1,088 (-6%)
Value$822.4K (-$63.0K)
Filed 2026-11-04
LVW Advisors, LLC
INCREASED
Shares16,711 from 11,591
Change+5,120 (+44%)
Value$791.1K (+$235.2K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED
Shares16,562 from 16,562
Change0 (0%)
Value$784.0K (-$10.3K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares16,081 from 20,031
Change-3,950 (-20%)
Value$761.3K (-$199.4K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares15,766 from 16,908
Change-1,142 (-7%)
Value$746.4K (-$64.5K)
Filed 2026-10-08
PVG Asset Management Corp
NEW
Shares9,059
Change+9,059
Value$428.9K
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares8,232 from 21,814
Change-13,582 (-62%)
Value$389.7K (-$656.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,242 from 9,452
Change-2,210 (-23%)
Value$343 (-$452.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares6,640
Change+6,640
Value$314.3K
Filed 2026-11-02
Cullen T Bankers, Inc.
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$272.2K (-$3.6K)
Filed 2026-10-28
Crew Capital Management, Ltd
INCREASED
Shares5,684 from 5,433
Change+251 (+5%)
Value$269.1K (+$8.5K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
NEW
Shares5,235
Change+5,235
Value$247.8K
Filed 2026-10-21
Fell Capital Management
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$245.0K (-$3.2K)
Filed 2026-10-09
WBI Investments, LLC
INCREASED
Shares5,028 from 4,266
Change+762 (+18%)
Value$238.0K (+$33.4K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares4,943 from 4,938
Change+5 (+0%)
Value$234.0K (-$2.8K)
Filed 2026-10-30
Kraft, Davis & Associates, LLC
UNCHANGED
Shares4,480 from 4,480
Change0 (0%)
Value$213.0K (-$1.7K)
Filed 2026-10-21
Royal Fund Management, LLC
DECREASED
Shares4,440 from 6,268
Change-1,828 (-29%)
Value$210.2K (-$90.4K)
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$161.0K (-$2.1K)
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$67.9K (-$889)
Filed 2026-11-05
Alpine Bank Wealth Management
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$39.6K (-$519)
Filed 2026-10-16
West Branch Capital LLC
INCREASED
Shares579 from 573
Change+6 (+1%)
Value$27.4K (-$80)
Filed 2026-10-20
Private Trust Co NA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$23.7K (-$310)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$8.8K ($0)
Filed 2026-11-06
Lanark Financial, Inc.
NEW
Shares71
Change+71
Value$3.4K
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$101 (-$2)
Filed 2026-10-23
Integrity Alliance, Llc.
CLOSED
Shares0 from 37,227
Change-37,227 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-29
CX Institutional
CLOSED
Shares0 from 1,011
Change-1,011 (-100%)
Value$0 (-$48)
Filed 2026-10-02
Morgan Stanley
N/A
Shares— from 1,573,368
Change-1,573,368 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 438,675
Change-438,675 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 285,251
Change-285,251 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 264,427
Change-264,427 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 215,713
Change-215,713 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 213,685
Change-213,685 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 124,771
Change-124,771 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 116,753
Change-116,753 (-100%)
Value—
UBS Group AG
N/A
Shares— from 90,673
Change-90,673 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 86,607
Change-86,607 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 63,579
Change-63,579 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 55,680
Change-55,680 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 53,992
Change-53,992 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 43,072
Change-43,072 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 42,591
Change-42,591 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,182
Change-17,182 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 16,284
Change-16,284 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 16,284
Change-16,284 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,912
Change-14,912 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,737
Change-9,737 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,793
Change-7,793 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 862
Change-862 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 823
Change-823 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 151
Change-151 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 84
Change-84 (-100%)
Value—
FMR LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Hapanowicz & Associates Financial Services, Inc
INCREASED785,134740,232+44,902+6%$35.5M$37.2M+$1.7M2026-10-29
LPL Financial LLC
INCREASED776,116692,082+84,034+12%$33.2M$36.7M+$3.5M2026-11-06
Insight Wealth Partners, LLC
INCREASED73,40273,213+189+0%$3.5M$3.5M-$36.5K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
INCREASED64,25059,825+4,425+7%$2.9M$3.0M+$172.4K2026-10-28
Weaver Consulting Group
INCREASED55,00021,200+33,800+159%$1.0M$2.6M+$1.6M2026-10-07
Wealthcare Advisory Partners LLC
DECREASED40,63444,237-3,603-8%$2.1M$1.9M-$198.0K2026-10-21
HighRoad Wealth Advisors, LLC
NEW31,529—+31,529——$1.5M—2026-10-14
KPP Advisory Services LLC
DECREASED28,31928,869-550-2%$1.4M$1.3M-$43.9K2026-10-26
Commonwealth Equity Services, LLC
DECREASED25,55729,534-3,977-13%$1.4M$1.2M-$206.6K2026-11-02
4Wealth Advisors, Inc.
DECREASED21,00023,408-2,408-10%$1.1M$993.7K-$129.5K2026-10-13
Stewardship Advisors, LLC
INCREASED17,65513,174+4,481+34%$631.8K$835.8K+$204.0K2026-10-20
Curran Financial Partners, LLC
DECREASED17,37318,461-1,088-6%$885.4K$822.4K-$63.0K2026-11-04
LVW Advisors, LLC
INCREASED16,71111,591+5,120+44%$555.9K$791.1K+$235.2K2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED16,56216,56200%$794.3K$784.0K-$10.3K2026-10-16
Independent Financial Group, LLC
DECREASED16,08120,031-3,950-20%$960.7K$761.3K-$199.4K2026-10-13
CoreCap Advisors, LLC
DECREASED15,76616,908-1,142-7%$810.9K$746.4K-$64.5K2026-10-08
PVG Asset Management Corp
NEW9,059—+9,059——$428.9K—2026-10-19
IFP Advisors, Inc
DECREASED8,23221,814-13,582-62%$1.0M$389.7K-$656.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED7,2429,452-2,210-23%$453.0K$343-$452.7K2026-11-02
Kestra Advisory Services, LLC
NEW6,640—+6,640——$314.3K—2026-11-02
Cullen T Bankers, Inc.
UNCHANGED5,7505,75000%$275.8K$272.2K-$3.6K2026-10-28
Crew Capital Management, Ltd
INCREASED5,6845,433+251+5%$260.6K$269.1K+$8.5K2026-10-28
Crescent Grove Advisors, LLC
NEW5,235—+5,235——$247.8K—2026-10-21
Fell Capital Management
UNCHANGED5,1755,17500%$248.2K$245.0K-$3.2K2026-10-09
WBI Investments, LLC
INCREASED5,0284,266+762+18%$204.6K$238.0K+$33.4K2026-11-05
Truist Financial Corp
INCREASED4,9434,938+5+0%$236.8K$234.0K-$2.8K2026-10-30
Kraft, Davis & Associates, LLC
UNCHANGED4,4804,48000%$214.7K$213.0K-$1.7K2026-10-21
Royal Fund Management, LLC
DECREASED4,4406,268-1,828-29%$300.7K$210.2K-$90.4K2026-10-22
Central Trust Co
UNCHANGED3,4003,40000%$163.1K$161.0K-$2.1K2026-11-05
Fifth Third Bancorp
UNCHANGED1,4341,43400%$68.8K$67.9K-$8892026-11-05
Alpine Bank Wealth Management
UNCHANGED83683600%$40.1K$39.6K-$5192026-10-16
West Branch Capital LLC
INCREASED579573+6+1%$27.5K$27.4K-$802026-10-20
Private Trust Co NA
UNCHANGED50050000%$24.0K$23.7K-$3102026-10-20
Allworth Financial LP
UNCHANGED18318300%$8.8K$8.8K$02026-11-06
Lanark Financial, Inc.
NEW71—+71——$3.4K—2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$103$101-$22026-10-23
Integrity Alliance, Llc.
CLOSED037,227-37,227-100%$1.8M$0-$1.8M2026-10-29
CX Institutional
CLOSED01,011-1,011-100%$48$0-$482026-10-02
Morgan Stanley
N/A—1,573,368-1,573,368-100%$75.5M———
Odyssey Group, LLC
N/A—438,675-438,675-100%$21.0M———
Tidal Investments LLC
N/A—285,251-285,251-100%$13.7M———
Raymond James Financial Inc
N/A—264,427-264,427-100%$12.7M———
Envestnet Asset Management Inc
N/A—215,713-215,713-100%$10.3M———
MML Investors Services, LLC
N/A—213,685-213,685-100%$10.2M———
Federation des caisses Desjardins du Quebec
N/A—124,771-124,771-100%$6.0M———
Luminist Capital LLC
N/A—116,753-116,753-100%$5.6M———
UBS Group AG
N/A—90,673-90,673-100%$4.3M———
Stifel Financial Corp
N/A—86,607-86,607-100%$4.2M———
Janney Montgomery Scott LLC
N/A—63,579-63,579-100%$3.0M———
NewEdge Advisors, LLC
N/A—55,680-55,680-100%$2.7M———
EP Wealth Advisors, LLC
N/A—53,992-53,992-100%$2.6M———
Stratos Wealth Partners, Ltd.
N/A—43,072-43,072-100%$2.1M———
Wells Fargo & Company
N/A—42,591-42,591-100%$2.0M———
HighPoint Advisor Group LLC
N/A—17,182-17,182-100%$824.0K———
Alongside, LLC
N/A—16,284-16,284-100%$781.0K———
49 Wealth Management, LLC
N/A—16,284-16,284-100%$781.0K———
Empirical Asset Management, LLC
N/A—14,912-14,912-100%$715.2K———
Private Advisor Group, LLC
N/A—14,583-14,583-100%$699.4K———
Cetera Investment Advisers
N/A—9,737-9,737-100%$467.0K———
Kovack Advisors, Inc.
N/A—7,793-7,793-100%$373.7K———
Proactive Wealth Strategies LLC
N/A—7,416-7,416-100%$355.7K———
Equitable Holdings, Inc.
N/A—5,568-5,568-100%$267.0K———
F/m Investments LLC
N/A—5,147-5,147-100%$246.9K———
Arax Advisory Partners
N/A—4,895-4,895-100%$234.8K———
BCS Private Wealth Management, Inc.
N/A—4,700-4,700-100%$225.4K———
Maridea Wealth Management LLC
N/A—4,187-4,187-100%$200.8K———
Crews Bank & Trust
N/A—4,025-4,025-100%$193.0K———
Brentview Investment Management LLC
N/A—4,000-4,000-100%$191.8K———
Harborfront Financial Group LLC
N/A—2,840-2,840-100%$136.2K———
Aptus Capital Advisors, LLC
N/A—2,550-2,550-100%$122.3K———
Osaic Holdings, Inc.
N/A—2,020-2,020-100%$96.9K———
Bank of Montreal
N/A—1,394-1,394-100%$66.9K———
Jones Financial Companies Lllp
N/A—862-862-100%$41.5K———
BFC Planning, Inc.
N/A—823-823-100%$39.5K———
Global Retirement Partners, LLC
N/A—412-412-100%$19.8K———
Rothschild Investment LLC
N/A—200-200-100%$9.6K———
Allied Private Wealth LLC
N/A—200-200-100%$9.6K———
Northwestern Mutual Wealth Management Co
N/A—151-151-100%$7.2K———
Front Row Advisors LLC
N/A—100-100-100%$4.8K———
Whittier Trust Co of Nevada Inc
N/A—84-84-100%$4.0K———
FMR LLC
N/A—45-45-100%$2.1K———
Ameritas Advisory Services, LLC
N/A—24-24-100%$1.2K———
Sankala Group LLC
N/A—1-1-100%$48———
Showing 83 of 83 institutions